See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,656 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,722 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,700 | $52,293+155.7% | $178,490-25.1% | $73,409+82.1% |
| Participation rate | 99.1% | 65.3%+33.8pp | 81.9%+17.2pp | 72.2%+26.9pp |
| Annual return | 17.16% | 34.75%-17.6pp | 151.07%-133.9pp | 59.29%-42.1pp |
| Employer contribution / active EE | $4,263 | $1,735+145.6% | $5,011-14.9% | $2,234+90.8% |
| Participant deferral / active EE | $6,125 | $2,332+162.6% | $5,202+17.7% | $3,805+60.9% |
| Admin fee / account holder | $19 | $127-84.7% | $13,984-99.9% | $158-87.7% |